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FT Vest Fund of Buffer ETFs

147 hedge funds and large institutions have $600M invested in FT Vest Fund of Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
26
Increased
69
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
51
Madrona Financial Services
Washington
$2.7M +$51.7K +2,201 +2%
FHC
52
First Heartland Consultants
Missouri
$2.42M +$1.08M +46,031 +81%
IF
53
Integrity Financial
Wyoming
$2.41M +$184K +7,841 +8%
IAN
54
Integrated Advisors Network
Texas
$2.36M +$138K +5,900 +6%
SS
55
Simplicity Solutions
Minnesota
$2.26M +$112K +4,790 +5%
QA
56
Quantitative Advantage
Minnesota
$2.19M -$201K -8,578 -8%
CPRC
57
Consolidated Portfolio Review Corp
New York
$2.13M +$2.13M +90,624 New
NL
58
Navalign LLC
California
$1.89M +$257K +10,955 +16%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.83M +$633K +26,990 +53%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.8M +$1.8M +76,881 New
CFGS
61
Concourse Financial Group Securities
Alabama
$1.79M +$199K +8,476 +12%
IA
62
IFP Advisors
Florida
$1.55M -$933K -46,705 -38%
SPIA
63
Steward Partners Investment Advisory
New York
$1.49M +$717K +30,533 +92%
AWAP
64
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.47M -$1.69K -72 -0.1%
KA
65
Kovack Advisors
Florida
$1.45M +$91K +3,879 +7%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$1.42M +$292K +12,455 +26%
AAS
67
Avantax Advisory Services
Texas
$1.27M +$750K +31,937 +144%
RFN
68
RDA Financial Network
Iowa
$1.24M -$15.2K -649 -1%
Truist Financial
69
Truist Financial
North Carolina
$1.19M +$1.19M +50,557 New
Jane Street
70
Jane Street
New York
$1.18M +$854K +36,394 +265%
SI
71
Stephens Inc
Arkansas
$1.11M -$148K -6,325 -12%
WWM
72
Western Wealth Management
Colorado
$1.09M +$6.24K +266 +0.6%
CA
73
Cambridge Advisors
Nebraska
$1.07M +$211K +9,000 +25%
MCC
74
Money Concepts Capital
Florida
$1.05M -$7.79M -105,571 -88%
IWM
75
Iams Wealth Management
Nebraska
$1.04M +$150K +6,450 +17%